Who owns BLOX
Which tracked institutional funds hold BLOX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BLOX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
1 tracked fund added or opened BLOX while 2 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BLOX’s largest tracked holder by dollar value, Nicholas Wealth, LLC., sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BLOX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 20 tracked filers holding BLOX, 18 increased or opened the position and 6 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BLOX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1
- OLD MISSION CAPITAL LLC$671K
Largest adds
- JANE STREET GROUP, LLC$623K
Largest trims
- Nicholas Wealth, LLC.$387K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Nicholas Wealth, LLC. added | 183,226 | $2M | 35.4% | 2026-Q1 |
| SMART Wealth LLC added | 92,996 | $1M | 18.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 76,823 | $995K | 14.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 47,380 | $614K | 9.2% | 2026-Q1 |
| UBS Group AG new | 22,149 | $287K | 4.3% | 2026-Q1 |
| HRT FINANCIAL LP new | 21,978 | $284K | 4.2% | 2026-Q1 |
| ZEGA Investments, LLC new | 10,097 | $131K | 2.0% | 2026-Q1 |
| SOA Wealth Advisors, LLC. added | 1,667 | $22K | 0.3% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 207 | $21K | 0.3% | 2026-Q1 |
| Kingdom Financial Group LLC. added | 1,103 | $14K | 0.2% | 2026-Q1 |
| Lloyd Advisory Services, LLC. new | 1,103 | $14K | 0.2% | 2026-Q1 |
| SIGNATUREFD, LLC added | 953 | $12K | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 532 | $7K | 0.1% | 2026-Q1 |
| PIN OAK INVESTMENT ADVISORS INC | 205 | $3K | 0.0% | 2026-Q1 |
| SALEM INVESTMENT COUNSELORS INC | 150 | $2K | 0.0% | 2026-Q1 |
| Scarborough Advisors, LLC added | 113 | $1K | 0.0% | 2026-Q1 |
| Osbon Capital Management LLC new | 57 | $738 | 0.0% | 2026-Q1 |
| MORGAN STANLEY new | 1 | $19 | 0.0% | 2026-Q1 |
| SWAN Capital LLC new | 1 | $13 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $6 | 0.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 38,355 | $671K | 10.0% | 2025-Q4 stale |
| Principia Wealth Advisory, LLC new | 1,290 | $31K | 0.5% | 2025-Q3 stale |
| ORG Partners LLC new | 503 | $9K | 0.1% | 2025-Q4 stale |
| Delos Wealth Advisors, LLC new | 230 | $4K | 0.1% | 2025-Q4 stale |
| FMR LLC new | 116 | $2K | 0.0% | 2025-Q4 stale |
| Tower Research Capital LLC (TRC) new | 8 | $194 | 0.0% | 2025-Q3 stale |
| Atlantic Union Bankshares Corp new | 2 | $35 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.